ELITE CONSULTANTS Group of Entities
Financial,
Investment & Banking Consultants and Fund Managers
INVESTMENT ADVISORY
Investment Advisory Services: To assist in developing investment
policy, portfolio design, which include client goals and objectives taking into
consideration the return/risk spectrum. This is
normally a one-time service, which could be followed up by subsequent one-time
advice regarding the performance and adjustment of investments.
Portfolio Management Services: In addition to the initial service
listed under Investment Advisory Services, the firm monitors on a continual
basis the portfolio of a client. The service is performed on a
non-discretionary basis, where the firm interacts with the client to advise him/her
about his portfolio and recommends adjustments to it, in which the client has,
the sole authority to implement. The firm does not manage accounts on a
discretionary basis.
Comprehensive Financial Planning: Involving the preparation of a plan
to address the achievement of specific personal and financial goals, given the
clients' current /expected resources and current/expected expenditures against
a specific timetable. The plan is considered a strategy to be used to make
decisions and to act in a timely manner. Engagements include comprehensive
planning for short, intermediate and long-term goals, and periodic assessment
of these, as well as comprehensive assessments for matters requiring immediate
decisions. Assessments are generally followed by remedial actions, if
necessary, and by additional comprehensive planning, if necessary.
Mutual Funds: While the firm tackles a broad range of
investment products, it specialises in the analysis
of vehicles of collective investments (mutual funds, unit trusts, SICAVs and other types of open-ended and closed-end
investment vehicles). The analysis of these (both offshore vehicles and
US-based ones) is continually made, and a wide range of recommendations can be
swiftly made for investors with any set of goals and objectives. The firm and
its associated members deal with reputable international fund management
groups, such as,
Mutual funds may also be accessed through the offshore life
subsidiaries of leading international insurance companies. Though costing
more than the typical direct investment into a mutual fund, these have the
added advantage (if needed) in providing certain tax breaks for certain
nationalities. In addition, some offshore jurisdictions also provide investor
protection compensation schemes for investments under a life insurance company.
They also have the advantage of allowing the investor to select funds from a
wide range of fund management groups all grouped under one single account
allowing free switches from one fund into another. Firms dealt with include: Generali, Friends Provident, Royal Skandia,
Scottish Life, and Scottish Widows.
Valuation of Companies: This determines the worth of a going
concern and usually performed for one of these purposes: 1) a private company
wanting to go public; 2) a private company wanting to introduce new
shareholders; 3) shareholders in a company wanting to sell out; 4) two or more
firms wanting to merge, or exchange share ownership (pooling of interest).
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To
obtain further information, interested parties, investors, brokers and
financial consultants, contact: Nicolas Saade Jr,
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